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Medtronic
MDT

Overview Fund Activity

1,265 hedge funds and large institutions have $80.8B invested in Medtronic in 2016 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 420 increasing their positions, 549 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
31.67%
Holding in Top 10
50
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-42.53%
% of All Funds
1.25%
New
161
Increased
420
Reduced
549
Closed
139
Calls
$369M
Puts
$647M
Net Calls
-$278M
Net Calls Change
+$130M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$476M
2
Legal & General Group
Legal & General Group
United Kingdom
+$476M
3
Dodge & Cox
Dodge & Cox
California
+$364M
4
Franklin Resources
Franklin Resources
California
+$263M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$245M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.18B
2
Capital World Investors
Capital World Investors
California
-$476M
3
Artisan Partners
Artisan Partners
Wisconsin
-$447M
4
Ameriprise
Ameriprise
Minnesota
-$237M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1201
Jacobi Capital Management
Pennsylvania
$41K -$1.63K -22 -4%
CPA
1202
Clear Perspective Advisors
Illinois
$41K +$41K +577 New
ACM
1203
AUA Capital Management
Pennsylvania
$41K +$41K +580 New
Winslow Capital Management
1204
Winslow Capital Management
Minnesota
$40K -$13K -180 -24%
CAL
1205
Capital Analysts LLC
Pennsylvania
$38K +$71 +1 +0.2%
SWA
1206
Sutton Wealth Advisors
Florida
$37.3K -$65.4K -918 -64%
RFA
1207
Reilly Financial Advisors
California
$37K -$62.6K -870 -63%
NYLT
1208
New York Life Trust
New York
$37K -$5.14K -72 -12%
SNT
1209
Security National Trust
West Virginia
$37K – – –
HCC
1210
Hirtle Callaghan & Co
Pennsylvania
$36K -$414K -5,791 -92%
CFS
1211
Commonwealth Financial Services
West Virginia
$36K – – –
BAM
1212
Bruderman Asset Management
New York
$33K -$15.6K -217 -32%
TC
1213
Trust Company
Kansas
$32K – – –
EF
1214
Empirical Finance
Pennsylvania
$32K +$32K +441 New
RFWA
1215
RPg Family Wealth Advisory
Massachusetts
$31.6K -$7.55K -106 -19%
FFW
1216
Fusion Family Wealth
New York
$30K +$30K +408 New
SIG
1217
Stanford Investment Group
California
$28K – – –
GS
1218
GAM Systematic
United Kingdom
$27K +$19.1K +270 +243%
BTIS
1219
BB&T Investment Services
North Carolina
$27K +$27K +384 New
JWA
1220
JFS Wealth Advisors
Pennsylvania
$26K -$98.4K -1,400 -79%
JAM
1221
Jolley Asset Management
North Carolina
$25K – – –
TDC
1222
Thompson Davis & Co
Virginia
$25K +$923 +13 +4%
WA
1223
Winfield Associates
Ohio
$24K -$12.1K -166 -33%
GAM
1224
Gemmer Asset Management
California
$24K -$5.56K -78 -19%
BWP
1225
Baldwin Wealth Partners
Massachusetts
$23K – – –
47 48
49
50 51